DQRIM
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Dale Q Rice Investment Management’s Caterpillar CAT Stock Holding History

Dale Q Rice Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Sell
1,122
-22
-2% -$19.3K 0.65% 23
2026
Q1 		$810K Buy
1,144
+200
+21% +$139K 0.61% 26
2025
Q4 		$541K Hold
944
– – 0.39% 34
2025
Q3 		$472K Hold
944
– – 0.33% 42
2025
Q2 		$390K Sell
944
-944
-50% -$315K 0.32% 46
2025
Q1 		$623K Hold
1,888
– – 0.32% 45
2024
Q4 		$685K Buy
+1,888
New +$732K 0.3% 41

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Dale Q Rice Investment Management's CAT Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $19.3K and leaving 1,122 shares worth $1.19M. The position accounts for 0.65% of the portfolio, ranked #23.

Dale Q Rice Investment Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dale Q Rice Investment Management held 1,122 shares of Caterpillar worth $1.19M as of Q2 2026.
  • Dale Q Rice Investment Management sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 0.65% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #23 holding.
  • Dale Q Rice Investment Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.